Smartleaf: Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs
We ran a simulation to measure the loss harvesting tax efficiency of direct indexes compared to ETFs. The result: direct indexes were 3-5X better.
Zoe Financial: The Unbundling of Wealth Management
The wealth management industry is evolving, quickly. Our latest research on +13,000 advisor practices confirmed what many investors suspected: separation of selling financial products from providing holistic financial advice better aligns the advisor with the client’s best interests.
Download our newest white paper to learn more!
Transgender Adults Can Face Estate Planning Hurdles
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges.
Ariana Grande to Pay Ex-Husband Dalton Gomez $1.25 Million as Divorce is Finalized
Ariana Grande has one less problem — and more than a million fewer dollars — now that she and ex Dalton Gomez have finalized their divorce.
Trust & Will Helps You ‘Make It Count’ in New TV Campaign
San Diego-based Trust & Will launches new ad campaign "Make It Count" in partnership with All-Inclusive TV agency Marketing Architects.